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WisdomTree SmallCap Dividend Fund shares owned by Pasadena Private Wealth

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Pasadena Private Wealth from 13F filings

Historical chart of Pasadena Private Wealth investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Pasadena Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $777k 23k 33.68
2025-06-30 $710k 22k 31.76
2021-12-31 $5.9M 180k 32.86
2021-09-30 $5.5M 180k 30.83
2021-06-30 $5.8M 183k 31.89
2021-03-31 $4.1M 131k 31.15
2020-12-31 $3.4M 127k 26.60

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Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds 1-3 Month T-bill (CLIP)
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Fidelity Covington Trust Enhanced Intl (FENI)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Tcw Etf Trust Flexible Income (FLXR)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)

View all positions for Pasadena Private Wealth

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund